San Diego Probate Attorney Explains Key Steps in Estate Planning

Interview with Steve Bliss

Hello San Diego and welcome back! Today we have the pleasure of speaking with renowned San Diego probate attorney Steve Bliss. Mr. Bliss specializes in guiding families through the complex process of estate planning and probate. He’s here to shed light on some crucial steps involved in ensuring a smooth transition of assets.

Discussing Probate: Filing Petition for Probate

Steve, thank you so much for joining us. Could you walk our viewers through one of the initial and critical stages in the probate process – filing a petition for probate?

It’s a pleasure to be here. Absolutely! Filing a petition for probate is a formal request submitted to the San Diego County court, initiating the legal process of administering a deceased person’s estate. This petition essentially asks the court to appoint an executor or administrator – someone responsible for carrying out the terms outlined in the will, if there is one. It also involves submitting the original will to the court for validation and safekeeping.

The DE-111 form is the standard document used for this purpose. It details essential information about the deceased, their assets, and the nominated executor/administrator. The court reviews this petition carefully to ensure everything is in order.

Sometimes there are disagreements among family members regarding who should be appointed as executor. Consequently, the court may hold a hearing to resolve any disputes. It’s crucial for everyone involved to understand their rights and responsibilities during this process.

Challenges Encountered

Have you ever encountered challenges or unexpected situations while guiding clients through this specific step?

Certainly. I recall one instance where a family was deeply divided over who should manage the estate. Emotions ran high, and it seemed impossible to reach a consensus. Nevertheless, we facilitated open communication between the parties involved, emphasizing the importance of honoring their loved one’s wishes. Ultimately, they were able to find common ground and appoint an executor that everyone could respect.

Another time, a will was declared invalid because it hadn’t been properly witnessed. This unexpected development meant we had to navigate intestate succession laws – the rules that apply when someone dies without a valid will. Fortunately, we were able to guide the family through this complex process and ensure a fair distribution of assets.

Studies by the American Bar Association indicate that approximately 55% of Americans die without a valid will. This highlights the critical need for estate planning and underscores the importance of working with an experienced attorney like myself.

Seeking Guidance

Steve, thank you for sharing those valuable insights. What advice would you offer to our viewers who may be considering probate or estate planning?

My advice is simple: don’t wait. Proactive planning can save your loved ones a great deal of stress and expense down the road. Consult with an experienced probate attorney like myself to discuss your specific needs and develop a customized plan that aligns with your wishes.

Remember, estate planning is not just for the wealthy. Everyone who owns assets – a home, a car, savings accounts – should have a plan in place. Contact us today to schedule a free consultation and take the first step towards securing your legacy.

Testimonials

“I was overwhelmed with grief after losing my husband, but Steve Bliss and his team made the probate process so much easier. They were compassionate, understanding, and always available to answer my questions.” – Mary S.

“Steve’s expertise in estate planning was invaluable. He helped me create a comprehensive plan that protected my assets and ensured my family would be taken care of after I’m gone.” – John P.


About Steven F. Bliss Esq. at San Diego Probate Law:

Secure Your Family’s Future with San Diego’s Trusted Probate Attorney. Minimize estate taxes with stress-free Probate. We craft wills, trusts, & customized plans to ensure your wishes are met and loved ones protected.

My skills are as follows:

● Probate Law: Efficiently navigate the court process.

● Probate Law: Minimize taxes & distribute assets smoothly.

● Trust Law: Protect your legacy & loved ones with wills & trusts.

● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.

● Compassionate & client-focused. We explain things clearly.

● Free consultation.

Map To San Diego Probate Law:

Address:

San Diego Probate Law

3914 Murphy Canyon Rd, San Diego, CA 92123

(858) 278-2800

Map Link: https://g.co/kgs/WzT6443



Feel free to ask Attorney Steve Bliss about: “Can probate proceedings be kept private or sealed?” Or any other related questions that you may have about Probate or my probate law practice.

Important Facts About San Diego Probate Law
California Estate Lawyers
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Lawyers California
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Lawyers
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Lawyers
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Lawyers San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Estate Lawyers in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800